Rep. Josh Gottheimer Buys UnitedHealth Group Incorporated (NYSE:UNH) Stock

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on March 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in UnitedHealth Group stock on February 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Carvana (NYSE:CVNA) on 2/18/2026.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
• Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of GE Vernova (NYSE:GEV) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Fair Isaac (NYSE:FICO) on 2/4/2026.

UnitedHealth Group Stock Performance

NYSE UNH traded down $2.88 on Wednesday, reaching $269.40. The stock had a trading volume of 5,087,527 shares, compared to its average volume of 9,854,011. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a market cap of $244.53 billion, a P/E ratio of 20.43, a price-to-earnings-growth ratio of 1.24 and a beta of 0.41. The business’s 50-day moving average price is $294.53 and its 200 day moving average price is $323.80. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.3%. UnitedHealth Group’s payout ratio is 67.02%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on UNH. Royal Bank Of Canada reduced their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Leerink Partners lowered their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Wells Fargo & Company decreased their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Finally, Jefferies Financial Group dropped their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

Institutional Investors Weigh In On UnitedHealth Group

A number of hedge funds and other institutional investors have recently bought and sold shares of UNH. Norges Bank purchased a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $4,376,167,000. Capital Research Global Investors increased its position in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares in the last quarter. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group in the second quarter valued at $1,572,193,000. Dodge & Cox increased its position in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares in the last quarter. Finally, Capital World Investors lifted its holdings in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.